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DTSTART:20260910T210000Z
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LOCATION:Wethersfield Country Club
UID:2979520260910T210000ZFall Kickoff: Market Perspectives and an Evening of Connection
DTSTAMP:20260824T203406Z
DESCRIPTION:\nJoin us to kick off the fall season with an evening built around good conversation and sharp market insight. We'll open with networking and a cash bar, sit down together for a buffet dinner, and close with a presentation from Wealthspire's Bradford Long and Chris Maxey on the market developments, economic trends, and themes shaping the landscape ahead.\n\nWhether you're reconnecting with familiar faces or meeting fellow members for the first time, it's a relaxed and welcoming way to start the year. We hope you'll be there.\n\nEvening Schedule\nNetworking and cash barBuffet dinnerPresentation from Brad and Chris\nBradford Long, CFA®\n\nChief Investment Officer, Wealthspire and Fiducient Advisors\n\nBrad leads the firm’s investment strategy, research, and portfolio construction across the platform. In this role, he is responsible for guiding long-term investment philosophy, overseeing research and due diligence, and ensuring consistency and rigor in how the firm delivers investment solutions for clients across wealth, institutional, and retirement markets.\n\nPrior to joining the firm in 2012, Brad held research roles at Citigroup and Wells Fargo in New York, where he focused on market analysis and investment research. He earned a bachelor’s degree in finance with a minor in economics from the University of Colorado and is a CFA® Charterholder, as well as a member of the CFA Society of Chicago and the CFA Institute.\n\nBeyond Wealthspire, Brad is actively involved with Greenhouse Scholars, a nonprofit dedicated to supporting under-resourced college students through financial assistance and mentorship. Outside of work, he enjoys cooking and spending time with his wife and young sons.\n\nChris Maxey, CAIA®\n\nManaging Director and Chief Market Strategist, Wealthspire\n\nChris joined the firm in 2018 to add depth to the internal investment research function, bringing expertise in portfolio construction, asset allocation, and money manager research and due diligence.\n\nPreviously a portfolio manager with both Steben & Company and Fortigent, Chris has extensive experience in manager due diligence and risk management, which he now uses to provide tailored investment strategies for a broad range of client needs.\n\nA Northern Virginia native, Chris lives in Vienna, Virginia with his family and spends every spare moment on his photography hobby.\n
SUMMARY:Fall Kickoff: Market Perspectives and an Evening of Connection - Estate and Business Planning Council of Hartford 
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